Invesco S&P 500 Revenue ETFRWLETF

13F holders, Q2 2026 (June 30)
347holders +24
39new positions
18sold out
4famous investors
$127.75avg. 13F price*

At the end of Q2 2026, 347 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 24 from Q1 2026. 39 opened new positions and 18 sold out. The largest holders were Invesco Ltd. ($1.3B), LPL Financial LLC ($848.1M) and Ameriprise Financial Inc. ($475.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Invesco S&P 500 Revenue ETF
CUSIP
46138G698
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 186Q1 2024Q2 2024: 193Q2 2024Q3 2024: 204Q3 2024Q4 2024: 242Q4 2024Q1 2025: 253Q1 2025Q2 2025: 264Q2 2025Q3 2025: 289Q3 2025Q4 2025: 302Q4 2025Q1 2026: 323Q1 2026Q2 2026: 347Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions39$87.6M
Exits18$52.6M

All 13F filers, Q1 2026 → Q2 2026: 2,604,166 shares bought and 2,258,772 shares sold, net +345,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 347 holders

Invesco Ltd. 0.11% Add +0.7% 10,557,671 $1.3B
LPL Financial LLC 0.19% Add +0.6% 6,638,080 $848.1M
Ameriprise Financial Inc. 0.10% Reduce -5.8% 3,724,055 $475.8M
Morgan Stanley 0.02% Add +1.6% 3,340,730 $426.8M
Bank of America Corp. 0.02% Add +3.0% 2,261,592 $288.9M
Vantagepoint Investment Advisers LLC 2.06% Reduce -0.3% 2,154,797 $275.3M
Bank of New York Mellon Corp 0.04% Add +3.0% 1,740,482 $222.4M
Fusion Family Wealth, LLC 14.15% Reduce -0.6% 1,666,476 $212.9M
Jones Financial Companies LLLP 0.06% Add +24.6% 1,231,922 $157.5M
Cetera Investment Advisers 0.14% Add +9.6% 1,195,593 $152.7M
Osaic Holdings, Inc. 0.17% Reduce -4.5% 1,147,741 $146.7M
Allworth Financial LP 0.52% Reduce -23.4% 957,224 $122.3M
Raymond James Financial Inc. 0.03% Reduce -6.6% 942,746 $120.4M
Wells Fargo & Company 0.02% Add +11.0% 872,105 $111.4M
Commonwealth Equity Services, LLC 0.13% Add +3.2% 832,552 $106.4M
Capital Analysts, LLC 2.03% Reduce -1.0% 688,862 $88.0M
Equitable Holdings, Inc. 0.49% Add +21.1% 644,734 $82.4M
UBS Group AG 0.01% Add +1.9% 537,165 $68.6M
Private Advisor Group, LLC 0.27% Add +55.6% 456,748 $58.4M
Envestnet Asset Management Inc. 0.01% Add +42.4% 423,720 $54.1M
Cerity Partners LLC 0.06% Reduce -1.1% 381,264 $48.7M
Klingman & Associates, LLC 1.92% Add +7.5% 353,559 $45.2M
Kozak & Associates, Inc. 7.44% Reduce -43.1% 333,763 $42.9M
Kestra Advisory Services, LLC 0.14% Reduce -29.8% 328,887 $42.0M
Investment Planning Advisors, Inc. 9.54% Add +32.3% 322,460 $41.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +3.3% 296,838 $37.9M
Tanglewood Legacy Advisors, LLC 12.01% Add +2.4% 291,325 $37.2M
Global Retirement Partners, LLC 0.53% — 272,048 $34.8M
Everest Financial Group LLC 4.36% Add +0.9% 252,019 $32.2M
Axxcess Wealth Management, LLC 0.50% Add +5.7% 248,149 $31.7M
Stewardship Advisors, LLC 6.20% Reduce -26.7% 233,598 $29.8M
Goldman Sachs Group Inc. 0.00% Add +8.7% 232,211 $29.7M
MML Investors Services, LLC 0.06% Add +23.7% 228,455 $29.2M
Asset Allocation Strategies LLC 4.47% Reduce -11.3% 227,158 $29.0M
Thoroughbred Financial Services, LLC 1.35% Add +5.3% 220,752 $28.2M
Scarborough Advisors, LLC 3.23% Reduce -17.6% 218,171 $28.1M
Sanctuary Advisors, LLC 0.12% Add +6.2% 205,291 $26.2M
Atlas Legacy Advisors, LLC 3.81% Add +1.6% 201,381 $25.7M
Merit Financial Group, LLC 0.15% Add +2.5% 193,496 $24.7M
Cambridge Investment Research Advisors, Inc. 0.05% Add +16.2% 183,897 $23.5M
Commonwealth Financial Services, LLC 3.15% New 183,408 $23.4M
Denver Wealth Management, Inc. 6.42% Add +4.3% 175,559 $22.4M
Cadent Capital Advisors, LLC 4.59% Add +2.5% 173,316 $22.1M
Stratos Wealth Partners, LTD. 0.21% Add +3.3% 162,868 $20.8M
Harbour Investments, Inc. 0.27% Add +4.5% 159,636 $20.4M
JPMorgan Chase & Co. 0.00% Reduce -3.6% 156,667 $20.1M
EverSource Wealth Advisors, LLC 0.67% Reduce -1.0% 156,391 $20.0M
Aspire Capital Advisors LLC 3.72% Add +3.2% 149,668 $19.1M
Blue Water Asset Management 5.88% Add +1.2% 142,509 $18.2M
Royal Bank of Canada 0.00% Reduce -6.5% 142,225 $18.2M
NewEdge Advisors, LLC 0.05% Add +10.9% 142,067 $18.2M
Ancora Advisors LLC 0.33% Add +9.4% 132,040 $16.9M
Concurrent Investment Advisors, LLC 0.14% Add +3.6% 125,695 $16.1M
Petix & Botte Co 2.82% Add +113.3% 109,836 $14.0M
Prairie Advisory, LLC 3.07% — 100,084 $12.8M
Ashton Thomas Securities, LLC 1.84% New 97,432 $12.4M
Moneco Advisors, LLC 0.76% Add +3.7% 96,645 $12.3M
CX Institutional 0.34% New 91,198 $11.7M
TFR Capital, LLC. 3.27% Add +0.6% 90,925 $11.6M
Kraft, Davis & Associates, LLC 2.42% Add +5.1% 89,476 $11.6M
Retirement Planning Group, LLC / NY 6.01% Add +9.2% 86,318 $11.0M
Fourth Dimension Wealth, LLC 3.36% New 83,090 $10.6M
Stifel Financial Corp. 0.01% Add +3.0% 81,131 $10.4M
Geneos Wealth Management Inc. 0.20% Add +0.4% 75,076 $9.6M
Legacy Capital Wealth Partners, LLC 1.79% Add +0.5% 79,115 $9.3M
Resonant Capital Advisors, LLC 0.44% No change 72,877 $9.3M
Prime Capital Investment Advisors, LLC 0.09% Reduce -2.2% 71,980 $9.2M
Rockefeller Capital Management L.P. 0.01% Add +7.0% 69,322 $8.9M
&partners 0.04% Add +299.2% 68,211 $8.7M
Qube Research & Technologies Ltd 0.01% Add +68.4% 67,980 $8.7M
Steward Partners Investment Advisory, LLC 0.04% Add +1.3% 65,611 $8.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.2% 63,756 $8.1M
Two Sigma Investments, LP 0.01% New 62,100 $7.9M
Kestra Private Wealth Services, LLC 0.09% Reduce -6.8% 60,845 $7.8M
Avestar Capital, LLC 0.43% Add +6.1% 56,289 $7.2M
Kingswood Wealth Advisors, LLC 0.28% Reduce -0.0% 55,062 $7.0M
Loomis Sayles & Co. L P 0.01% Add +400.7% 54,571 $7.0M
Oxford Wealth Group, LLC 3.11% Add +17.3% 54,367 $6.9M
Retirement Financial Solutions, LLC 1.70% Add +6.9% 54,283 $6.9M
IFG Advisory, LLC 0.24% New 53,259 $6.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.4% 52,210 $6.8M
Intrua Financial, LLC 0.63% Add +5.5% 52,268 $6.7M
Nwam LLC 0.33% Add +0.1% 51,874 $6.6M
Colonial River Investments, LLC 1.84% Reduce -52.1% 50,720 $6.5M
AE Wealth Management LLC 0.03% Add +2.4% 49,888 $6.4M
Truist Financial Corp. 0.01% Add +2.4% 47,400 $6.1M
Absolute Capital Management, LLC 1.51% Add +1.5% 47,385 $6.1M
WJ Wealth Management, LLC 2.32% Add +6.7% 46,073 $5.9M
Optima Capital LLC 2.32% Add +12.9% 45,959 $5.9M
Total Clarity Wealth Management, Inc. 1.13% Reduce -42.1% 45,523 $5.8M
Wealth Management Partners, LLC 1.35% Reduce -1.3% 44,763 $5.7M
Garden State Investment Advisory Services LLC 1.10% Reduce -22.9% 43,942 $5.6M
Essex Financial Services, Inc. 0.28% Add +5.6% 43,507 $5.6M
AdvisorNet Financial, Inc 0.25% Add +2.5% 43,273 $5.5M
RVW Wealth, LLC 0.36% Add +0.5% 42,754 $5.5M
Perennial Investment Advisors, LLC 0.36% Add +0.5% 42,335 $5.4M
Arkadios Wealth Advisors 0.08% Add +200.9% 41,790 $5.3M
Mission Hills Financial Advisory, LLC 2.31% Reduce -39.0% 41,107 $5.3M
Janney Montgomery Scott LLC 0.01% Add +5.2% 40,987 $5.2M
Autumn Glory Partners, LLC 1.41% Add +4.8% 39,037 $5.0M

"% of holder's portfolio" is RWL's weight in each manager's 13F, not the share of Invesco S&P 500 Revenue ETF the manager owns.

Show all 347 holders